| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | L. Roy Papp & Associates, LLP | 180,596 | 12,678,000 | 57.11% | ||
| 2 | CONDOR CAPITAL MANAGEMENT | 46,548 | 3,268,000 | 14.72% | ||
| 3 | Maple Capital Management, Inc. | 19,460 | 1,366,000 | 6.15% | ||
| 4 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 17,940 | 1,259,000 | 5.67% | ||
| 5 | PROFFITT & GOODSON INC | 17,015 | 1,194,000 | 5.38% | ||
| 6 | Belmont Global Advisors, Inc. | 10,000 | 702,000 | 3.16% | ||
| 7 | SONATA CAPITAL GROUP INC | 7,800 | 548,000 | 2.47% | ||
| 8 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 7,330 | 515,000 | 2.32% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 4,615 | 324,000 | 1.46% | ||
| 10 | Crestwood Advisors Group, LLC | 3,750 | 263,000 | 1.18% | ||
| 11 | Evercore Wealth Management, LLC | 1,200 | 84,000 | 0.38% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
